+72.7%
SWK vs AMRZ
-16.9%
+89.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.1% |
| 7D | -2.0% | -4.0% | +2.1% | +0.5% |
| 30D | +24.6% | +12.4% | +12.2% | +17.1% |
| 3M | +10.8% | -11.5% | +22.3% | +18.8% |
| 6M | +46.1% | -21.6% | +67.7% | +66.0% |
| YTD | +56.8% | -23.4% | +80.2% | +78.2% |
| 1Y | +72.7% | -17.2% | +89.9% | +85.4% |
| All | +72.7% | -16.9% | +89.6% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMRZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling